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April 2021

Hello and Welcome to Spring.

Winter was short here in Nova Scotia, with minimal snow for March. So, we have moved to prepare gear for canoe tripping season. Those who are doing personal tax returns remember to take a break and get outside for a walk. April 30th will be here soon enough.

On Tuesday April 13th, join us for the Road to Excellence webinar series featuring Dext (formerly Receipt Bank). Dext will be covering some significant updates and how you can analyze your existing systems to measure success from automation. I will be showing the use of Conditional Formatting in Excel, something we should always use in our reporting. Check out the links below to register for the upcoming sessions and earn 1 verified CPD hour for each session you attend.

Please do not hesitate to contact me if you have any questions or comments.

All the best


Excel Show Changes
When co-authoring first arrived, I continued to use shared workbooks for one reason, the audit trail. Despite the significant shortcomings of shared workbooks, including my favourite feature, Excel Tables not being available. All that has now changed.

Cash Flow is Vital

It is a rare company owner that has no concerns about money. Above all, management of cash flow is vital. Starting a business means you are responsible for your company’s success. After that, you are the person who ensures your employees can afford to put food on the table. In addition, you must prepare for the unexpected.
With money being of such vital importance, you must control the finances of your business. Cash flow management is how you do this. We have highlighted three ways you can manage cash flow.

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Cash Flow Tracking Solutions

Cash flow tracking solutions can be the difference between success and failure. Above all, happiness is a positive cash flow. By understanding exactly how much cash is in your business, you can track your business’s financial health.

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4 Reason Why AI Helps Customer Service

Automation supported by artificial intelligence (AI) is already here. It is not in the future anymore. What are 4 Reasons why AI helps customer service? 

We will provide four reasons beyond the existing customer service automation. Even though AI customer service is not working flawlessly, automation already is. From food delivery to autonomous home devices and automatic check-ins at resorts to airport luggage check-ins, automation has slowly become an essential part of our everyday lives. This article will provide four reasons why AI automation will assist in customer service even more in the future.

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Our broad curriculum of over 75 technology-focused CPD webinars accessible from your home or office provide verified CPD credit hours for a remarkably low price. We invite you to explore our catalogue of On Demand Webinars covering a wide range of topics including:

Attend a Road to Excellence mini-webinar in person and earn 1 verified CPD credit when you answer a minimum of 75% of the polling questions and attend for 50 minutes of the live session. Every registrant will receive a link to the recorded webinar; so sign up today to ensure you're on the list.

All sessions begin at 12:00 pm ET

Click the Link Below to Learn More and Register

No Charge to Attend

Dext Prepare (formerly Receipt Bank) helps you prepare client accounts, make bookkeeping profitable, and free up your best people to focus on value-adding advisory. It’s the top-rated platform utilized by over 1 million accountants and business owners to automatically fetch, categorize and publish financial data

Get started today! Click here to register for a Dext demo webinar and get a $25 Visa gift card just for attending.